IFA Administrator - Remote

We are currently recruiting a Financial Planning practice based in Gerrards Cross who are looking to recruit a Career IFA Administrator. This is a remote based role that would require you to go to the office once a month.

Job Purpose:

An excellent opportunity to join an ambitious, forward thinking and friendly company on their journey through growth.

They are currently recruiting for a full-time Client Services Assistant. The role involves providing administrative support to the Client Services Manager and Technical Specialists, liaising with product providers, clients and other senior colleagues via the telephone and face to face. Being supported in developing full and holistic product knowledge, you will receive the best start to a long and prosperous career within financial planning.

As a reward for your hard work, you will receive a competitive salary, receive an excellent benefits package and be part of the company bonus scheme. Working in a small and ambitious team environment you will have the opportunity to develop your experience and knowledge.

Key Responsibilities:

• Process new and existing business
• Effectively onboard all new clients
• Assisting with the client review process
• Effectively responding to client queries and other parties through communication
• Liaising with clients to arrange initial and review meetings
• Record and maintain accurate data using the company’s back office computer system whilst adhering to our compliance policy
• Liaise with planners, paraplanners, providers and clients via email, phone or face to dace to ensure a smooth and compliant client process
• Assisting paraplanners with the creation of suitability letters and reports
• Complying with the principles of Consumer Duty in all aspects of the Client Services Assistant role
• Champion our newly implemented app

Requirements

• You will ideally have a minimum of 2 years previous experience working within an IFA/Wealth Management environment
• Meticulous attention to detail and accuracy
• Be highly numerical and analytical with a high standard of written English
• Excellent communication and IT skills
• Experience using Intelligent Office, Microsoft Office 365 particularly Word and Excel

Benefits:
• Competitive Salary £25,000 - £30,000
• 10% Annual Bonus = 5% Personal & 5% Company
• Flexible Working
• 28 days holiday entitlement (3 days to be taken over Christmas/New Year period)
• 12 Free Wellness Days - last Friday of every month off - in additional to your holiday entitlement
• Workplace Pension
• Death in Service x 4
• Learning & Development Allowance
• Regular Team Incentives
• Personal Development Days
• Regular Team Social Events